Past Events
GOT TRUST? Two Locations on Wednesday, April 25, 2012 – HARTFORD, CT
[ April 25, 2012; 7:30 am to 9:00 am. ] Would you say that the following statements describe your or your client’s organization?
•Information is shared openly
•Mistakes are tolerated and encouraged as a way of learning
•The culture is innovative and creative
Or these?
•There is an abundance of ‘water cooler’ talk
•There are numerous ‘meetings after meetings’
•The only way to get ahead is to withhold or hoard information
CXO Leadership [...]
GOT TRUST? Two Locations on Wednesday, April 25, 2012 – STAMFORD, CT
[ April 25, 2012; 4:30 pm to 6:30 pm. ] Would you say that the following statements describe your or your client’s organization?
•Information is shared openly
•Mistakes are tolerated and encouraged as a way of learning
•The culture is innovative and creative
Or these?
•There is an abundance of ‘water cooler’ talk
•There are numerous ‘meetings after meetings’
•The only way to get ahead is to withhold or hoard information
CXO Leadership [...]
Unlocking the Potential: 4th Annual XPX Summit – Friday, March 23, 2012
[ March 23, 2012; 7:30 am to 4:00 pm. ] Register Now
Time: 7:30 AM – 4:00 PM
Location: Babson College, Trim Hall, Wellesley, MA
Investment: XPX Members $220, Non Members $295
Breakfast Meeting – Successful Exits: Stories Told by Owners with Experience – Friday, February 3, 2012
[ February 3, 2012; 7:30 am to 9:30 am. ] Join your colleagues at a joint breakfast meeting with the Connecticut Chapters of the Exit Planning Exchange (XPX) and the Association for Corporate Growth (ACG).
Panelists will share stories of best practices and lessons learned in navigating one or more exits from businesses they built. They will discuss valuable feedback to advisors as to what works and what [...]
Evening of New Year Networking – Wednesday, January 11, 2012
[ January 11, 2012; 4:30 pm to 6:30 pm. ] Join your exit planning colleagues for an evening of networking in New Haven. To kick off the New Year, we’ve asked our newest board member, Jim Malski of Next Level Strategies, to lead a brief session (15-20 minutes) on practical strategies to take back control of your time and increase your focus; so that, you [...]
Breakfast Meeting – Taxation and Your Transaction – Tuesday, November 15, 2011
[ November 15, 2011; 7:30 am to 9:00 am. ] Uncle Sam ways in on the deal. Federal and State taxes must be planned for and paid but what are some of the pitfalls. Join taxation expert’s Jay Rasmus, Accountant, Mahoney Sabol & Company, LLP and Vince Liberti, Attorney, Halloran and Sage as they describe some scenarios they have seen.
Connecticut Business News Journal news release [...]
Family Dynamics in Business Succession and Exit Planning – October 13, 2011
[ October 13, 2011; 4:30 pm to 7:00 pm. ] Join us at Wiggin and Dana’s Stamford office for a panel discussion about family dynamics. Family dynamics plays a crucial role in successful family business succession and exit planning. This panel discussion, involving participants from Genspring and Wiggin and Dana, will discuss the importance of advisors understanding family dynamics in the context of family business succession [...]
Breakfast Meeting – “DEMYSTIFYING” EMPLOYEE STOCK OWNERSHIP PLANS – September 8, 2011
[ September 8, 2011; 7:30 am to 9:30 am. ] Closely held business owners have limited transfer possibilities when looking to monetize some or all of the value in their business. Selling a business to an outside party is not always viable or the best alternative. Factors such as valuation, entity structure, taxation and lack of a credible buyer create significant obstacles for the business [...]
Outdoor Summer Evening of Networking – RESCHEDULED TO Tuesday, September 13, 2011
[ September 13, 2011; 5:30 pm to 7:30 pm. ] RESCHEDULED TO TUESDAY, SEPTEMBER 13th.
Join your colleagues for an evening of networking outside on the Withers Bergman dock on Greenwich Harbor. The evening will include public speaking coach Debbie Fay who debunks the myths and illuminates the realities of what makes confident compelling change-making presenters and presentations, the kind who deliver presentations that get results.
Debbie Fay is the [...]
Breakfast Meeting – Common Pitfalls Encountered in the Due Diligence Process – June 15, 2011
[ June 15, 2011; 7:30 am to 9:30 am. ] Click below to view the presentations.
Scott Trenholm, CCR LLP
John Lawrence, Shipman & Goodwin LLP
The due diligence process can be difficult, stressful and fraught with many obstacles on both the buy side and sell side of a business sale. Common pitfalls that lead to failed mergers and acquisitions often times are initiated from legal, accounting or other [...]
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